Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,705 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $72.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
1,351,510
shares
|
$84.5 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,347,898
shares
|
$84.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
1,323,658
shares
|
$82.8 Million
6.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,305,320
shares
|
$81.6 Million
5.42% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
1,298,138
shares
|
$81.2 Million
11.71% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,291,522
shares
|
$80.8 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,283,100
shares
|
$80.2 Million
4.86% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,268,301
shares
|
$79.3 Million
6.34% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
1,261,373
shares
|
$78.9 Million
11.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,253,707
shares
|
$78.4 Million
6.86% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,226,189
shares
|
$76.7 Million
2.12% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,207,705
shares
|
$75.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 26.68%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
1,180,815
shares
|
$73.8 Million
4.15% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,179,588
shares
|
$73.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,177,230
shares
|
$73.6 Million
6.2% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
1,175,233
shares
|
$73.5 Million
10.5% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,168,387
shares
|
$73.1 Million
1.1% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,164,247
shares
|
$72.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,163,540
shares
|
$72.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,162,445
shares
|
$72.7 Million
14.59% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,122,054
shares
|
$70.2 Million
0.92% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
1,117,693
shares
|
$69.9 Million
10.86% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,104,762
shares
|
$69.1 Million
10.7% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
1,102,344
shares
|
$68.9 Million
9.75% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,090,149
shares
|
$68.2 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.52%
|